Getting Started with CAST 2
How to Set Up a Billable CQG QTrader System

View as PDF


Introduction

CAST 2 allows FCM partners to:

  • Create CQG QTrader systems for their customers
  • Manage their customers’ CQG QTrader systems

Before You Begin: Requirements

According to exchange policy, CQG QTrader setups require additional information about the trader, including:

  • First and last name
  • Email address
  • Phone number
  • Full address with zip code and state

Before You Begin: CAST Setup

In CAST User Info, enable the CAST trader for CAST API

In CAST User Permissions, give the CAST trader permission to create, modify, and delete an account

Access to the permissions are controlled by the firm’s master CAST user


Access CAST 2

cast.cqg.com/login

Use your CAST username and password to sign in to CAST 2


Before You Begin: CAST and CAST 2

You will need to set up an Account and TraderID in existing CAST before you set up the customer in CAST 2


Welcome Page

Begin by clicking the Set up a new customer button


Main Info

Fill in the customer’s information and then click Save and Continue

* Indicates a required field


Contact Info

Fill in the customer’s contact information and then click Save and Finish


Credentials

Fill in the customer’s login credentials and then click Save and Continue

  • The login name is automatically generated but can be changed
  • You must select whether the user is Pro or Non-Pro
  • By filling in a login removal date, you will force the system offline on that chosen date and prevent the login from future use


Service Bundles

Add a check mark next to QTrader - Transactional and then click Save and Continue


General Information

Enter the customer’s information. All fields with an asterisk (*) are required.


Settings and Balances

This section allows you to view the account information


Risk Parameters

This is a ready-only section. To change any of the information, you must go to CAST.


Products and Services: Real-Time Data

This section allows you to set permissions for the customer to view charting and quotes data

You can search by exchange name using the text field


Products and Services: Optional


Products and Services: News


Products and Services: Third Party


Welcome Email

Once the services are added, you can choose to send the customer a welcome email, and then click Save and Finish

The email will contain important information to help the customer get started using the software


Active Products and Services

After the customer has been set up, you can view the system’s permissions by clicking Active Products and Services